Latest news with #TAMPs
Associated Press
6 days ago
- Business
- Associated Press
WealthTech Strategy Partners Adds Dedicated TAMP Advisory Initiative
New offering provides growth strategy, M&A advisory, and market intelligence to Turnkey Asset Management Platforms (TAMPs) and their investors BOSTON, MA, UNITED STATES, June 3, 2025 / / -- WealthTech Strategy Partners, the only investment bank solely focused on WealthTech, today announced the formal launch of its dedicated advisory initiative for Turnkey Asset Management Platforms (TAMPs). With decades of industry insight and a growing demand for specialized strategic support, this new offering aims to connect TAMP providers, investors, and acquirers with the guidance needed to navigate a rapidly evolving market. The initiative will center around three core service areas: 1. Advisory for TAMP Operators – Helping platforms define growth strategy, improve positioning, and plan for scale or exit. 2. Strategic M&A and Capital Raising – Finding the right fit and valuation for a strategic exit or growth capital. 3. TAMP Market Intelligence & Mapping – Offering research, comparative analysis, and deal insights across the TAMP ecosystem. To lead this effort, WealthTech Strategy Partners has brought on Scott MacKillop, a pioneer in the TAMP world with more than 45 years of experience building, advising, and leading firms in the space. Scott was the Founder and CEO of First Ascent Asset Management (acquired by GeoWealth in 2023) and previously served as President of Frontier Asset Management, US Fiduciary Services, and other leading platforms. 'Traditionally, TAMPs have been considered more of a service offering than a technology,' said Kendrick Wakeman, Co-Founder and CEO of WealthTech Strategy Partners. 'However, the more TAMPs evolve, the more emphasis is placed on how these services are accessed, consumed, executed, and maintained. This has led to TAMPs evolving into technology platforms, often in their own right.' WealthTech Strategy Partners invites TAMP executives, private equity firms, venture capital investors, and strategic acquirers to sign up for early access to TAMP research and be the first to receive the upcoming white paper by subscribing to the WealthTech Strategy Partners TAMP Newsletter. About the firm: WealthTech Strategy Partners is the only investment bank solely focused on WealthTech. The firm advises early- to mid-stage technology companies and financial sponsors on capital raises, mergers & acquisitions, and strategic growth initiatives. Its team brings decades of domain expertise, purpose-built to serve innovators across the advisor technology ecosystem. Learn more at Kendrick Wakeman WealthTech Strategy Partners [email protected] Visit us on social media: LinkedIn Legal Disclaimer: EIN Presswire provides this news content 'as is' without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.
Yahoo
02-04-2025
- Business
- Yahoo
BridgeFT Recognized as Leading Technology Firm in Global WealthTech100 List
Annual list features the world's most innovative tech companies transforming the global investment and banking industries. CHICAGO, IL / / April 2, 2025 / BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables enterprise wealth management firms, registered investment advisors (RIAs), turnkey asset management platforms (TAMPs), and Fintech innovators to deliver better, data-driven outcomes for their clients, today announced it has been recognized on the WealthTech100 list as one of the world's most innovative financial technology solution providers addressing the digital transformation challenges and opportunities faced by asset managers, private banks, and financial advisors. This year's WealthTech100 selection process was highly competitive, with more than 1,200 companies evaluated by FinTech Global's expert panel. The final 100 were chosen based on their ability to solve critical industry challenges, drive efficiency, and enhance the wealth management value chain through cutting-edge technology. The recognition underscores BridgeFT's role in transforming the industry with its API-first, multi-custodial data platform, WealthTech API, which enables fintechs, RIAs, and financial institutions to unlock seamless access to critical total wealth data. "We are thrilled to be recognized as a WealthTech100 company, alongside so many innovative global brands," said Joe Stensland, CEO of BridgeFT. "This honor highlights our work at BridgeFT in modernizing the wealth management technology ecosystem by delivering scalable, API-driven solutions that empower firms to harness their data more effectively. Inclusion on this prestigious list validates our mission to accelerate, simplify and reduce the cost of wealth management application development, driving true innovation in wealth technology." The WealthTech100 serves as a vital industry guide, helping private banks, asset managers, and financial advisors navigate an increasingly crowded fintech landscape. "This year's selection process was more competitive than ever," said Richard Sachar, Director at FinTech Global. "With clients expecting hyper-personalized digital experiences and global events continuing to test market resilience, firms can no longer rely on legacy systems or reputation alone." For more details and to view the full list of 2025 WealthTech100 companies, visit About BridgeFT BridgeFT is a cloud-native, API-first wealth infrastructure software company that enables financial institutions, FinTech innovators, TAMPs, and registered investment advisors to deliver better, data-driven outcomes for their clients. Our WealthTech-as-a-Service platform, WealthTech API, makes wealth management technology better by accelerating, simplifying and reducing the cost of app development and maintenance, so our clients can focus on delivering next generation wealth management applications and unique digital experiences that amplify their differentiators. Leading financial services firms and technology companies trust BridgeFT to power their digital wealth management ecosystems and automate critical back-office operations - seamlessly aligning multi-custodial data aggregation, advanced analytics and reporting, and application services to deliver truly personalized client experiences. For more information, visit About FinTech Global FinTech Global is the world's leading provider of FinTech information services, B2B media products and industry events. We inform, promote and connect FinTech buyers, sellers, investors and innovators worldwide. We serve a network of over 300,000 FinTech professionals from market-leading organizations - financial institutions, technology innovators, corporate investors, venture firms and expert advisory firms. We enable them to get the information they need to make better business decisions and to connect and engage with the people and organisations they want to do business with. Contact Details For BridgeFTPeter Page, Vocatusppage@ Company Website SOURCE: BridgeFT View the original press release on ACCESS Newswire Sign in to access your portfolio
